Auto Populate fields from Contact to Opportunity

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  • Ashif Malayil
    Senior Member
    • Dec 2023
    • 171

    Auto Populate fields from Contact to Opportunity

    I want to auto populate phone number field from Contact to Opportunity before saving. So duplicate check will happen perfectly.
    As of now it's fetching after a Opportunity is saved using a workflow "after created". In this scenario duplicate check is not happening because they are not entering the Phone number manually while creating an Opportunity.
  • victor
    Active Community Member
    • Aug 2022
    • 727

    #2
    If I understood you correctly, then for this functionality you should simply use the field functionality with the Foreign type.
    Example of use on screenshots.

    Click image for larger version

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    Click image for larger version

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    More about Foreign type field: https://docs.espocrm.com/administration/fields/#foreign

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